CIK 1542153
Focus Partners Wealth
Institutional 13F holdings & portfolio
Holdings
2,645
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QUS | SPDR SERIES TRUST | 2.0M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 10.7M | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 2.0M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 706K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 1.6M | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 2.1M | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 2.2M | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 349K | $1M+ | SH |
| IWD | ISHARES TR | 1.4M | $1M+ | SH |
| IDEV | ISHARES TR | 3.5M | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 597K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1.4M | $1M+ | SH |
| PEP | PEPSICO INC | 2.0M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 8.4M | $1M+ | SH |
| SMH | VANECK ETF TRUST | 746K | $1M+ | SH |
| TSLA | TESLA INC | 596K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 1.7M | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 5.4M | $1M+ | SH |
| IEFA | ISHARES TR | 2.9M | $1M+ | SH |
| IVE | ISHARES TR | 1.2M | $1M+ | SH |
| LOW | LOWES COS INC | 1.1M | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 1.6M | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 3.5M | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 274K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 889K | $1M+ | SH |
| HD | HOME DEPOT INC | 687K | $1M+ | SH |
| LLY | ELI LILLY & CO | 222K | $1M+ | SH |
| CRM | SALESFORCE INC | 895K | $1M+ | SH |
| IVW | ISHARES TR | 1.9M | $1M+ | SH |
| DLN | WISDOMTREE TR | 2.6M | $1M+ | SH |
| CAT | CATERPILLAR INC | 396K | $1M+ | SH |
| SGOV | ISHARES TR | 2.3M | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 2.0M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 6.6M | $1M+ | SH |
| QCOM | QUALCOMM INC | 1.2M | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 4.3M | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 2.1M | $1M+ | SH |
| IJR | ISHARES TR | 1.7M | $1M+ | SH |
| ABBV | ABBVIE INC | 912K | $1M+ | SH |
| CSCO | CISCO SYS INC | 2.7M | $1M+ | SH |
| BX | BLACKSTONE INC | 1.3M | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 1.4M | $1M+ | SH |
| ABT | ABBOTT LABS | 1.6M | $1M+ | SH |
| BAC | BANK AMERICA CORP | 3.5M | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 221K | $1M+ | SH |
| AON | AON PLC | 546K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 920K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.5M | $1M+ | SH |
| IEMG | ISHARES INC | 2.8M | $1M+ | SH |
| MCD | MCDONALDS CORP | 604K | $1M+ | SH |